Key facts
- SYNTAX RESEARCH, INC. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $157,149,013.
13F Filings History of SYNTAX RESEARCH, INC.
- Latest 13F report
- Q1 2026 - 24 Apr 2026
- Value $
- $157,149,013
- Signature - Title
- Sandeep Sharma - Principal
- Location
- Boca Raton, FL
- Summary
- This page shows a list of all the recent 13F filings made by SYNTAX RESEARCH, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SYNTAX RESEARCH, INC. reported 173 stock holdings with total value $157,149,013 as of Q1 2026. Top holdings included IVV, IEF, VLUE, AAPL, and SHY.
Follow Filing Activity
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Holdings Value
Change
- Most recent filing was accepted on 24 Apr 2026, 16:34.
- Reported value moved from $162,134,683 to $157,149,013.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 173 | $157,149,013 | +$15,865,212 | -$17,907,707 | -$2,042,495 | IVV, IEF, VLUE, AAPL, SHY | 13F-HR | 24 Apr 2026, 16:34 |
| Q4 2025 | 172 | $162,134,683 | +$14,972,471 | -$13,571,424 | +$1,401,047 | IVV, IEF, VLUE, AAPL, SHY | 13F-HR | 02 Feb 2026, 09:26 |
| Q3 2025 | 172 | $155,576,325 | +$17,128,030 | -$13,479,619 | +$3,648,411 | IVV, VLUE, IEF, AAPL, SHY | 13F-HR | 04 Nov 2025, 13:39 |
| Q2 2025 | 170 | $140,798,431 | +$23,021,364 | -$35,271,048 | -$12,249,684 | IVV, VLUE, IEF, SHY, AAPL | 13F-HR | 21 Jul 2025, 08:36 |
| Q1 2025 | 175 | $144,839,625 | +$20,444,587 | -$14,922,914 | +$5,521,673 | IVV, SHY, VLUE, AAPL, IEF | 13F-HR | 07 May 2025, 08:56 |
| Q4 2024 | 183 | $139,456,922 | +$18,937,104 | -$21,683,467 | -$2,746,363 | IVV, VLUE, AAPL, SHY, ACWX | 13F-HR | 11 Feb 2025, 15:32 |
| Q3 2024 | 189 | $147,821,672 | +$37,221,387 | -$23,133,130 | +$14,088,257 | IVV, VLUE, SHY, AAPL, ACWX | 13F-HR | 17 Dec 2024, 18:06 |
| Q2 2024 | 174 | $126,435,904 | +$10,439,830 | -$17,552,829 | -$7,112,999 | SHY, IVV, VLUE, AAPL, ACWX | 13F-HR | 23 Jul 2024, 19:45 |
| Q1 2024 | 170 | $130,969,919 | +$15,568,149 | -$3,172,773 | +$12,395,376 | SHY, IVV, VLUE, IJH, SPY | 13F-HR | 06 May 2024, 18:54 |
| Q4 2023 | 175 | $119,476,808 | +$4,394,437 | -$22,419,161 | -$18,024,724 | SHY, IVV, VLUE, AAPL, IJH | 13F-HR | 30 Jan 2024, 16:07 |
| Q3 2023 | 178 | $123,480,743 | $0 | $0 | $0 | IVV, SHY, VLUE, ACWX, IJH | 13F-HR | 14 Nov 2023, 10:24 |